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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,943 | $59,839-93.4% | $81,991-95.2% | $79,852-95.1% |
| Participation rate | 37.3% | 61.6%-24.3pp | 69.3%-31.9pp | 69.6%-32.3pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $504 | $1,713-70.6% | $2,498-79.8% | $2,471-79.6% |
| Participant deferral / active EE | $743 | $2,695-72.4% | $3,722-80.0% | $3,740-80.1% |
| Admin fee / account holder | $44 | $4,287-99.0% | $5,665-99.2% | $5,306-99.2% |